Enjoy!
(i) Twitter thread: What companies treat their shareholders with the same level of respect as Berkshire?
Nice.
(ii) The Rise and Fall of the Manufactured Home - Part I & Part 2
Part 2 is the fall. That is — looking from the mid-70s, changes in HUD policy and underlying long term economic trends.
(iii) Mongolia's missing millions: What happened to a decadelong mining boom
Once the hottest frontier market.
(iv) Sea Ltd: An Update
The original four-part write up was pretty good, but… valuation matters.
(v) WSJ: SEC Sues Insurance Executive, Alleging ‘Massive’ Fraud
Lindberg is the Athene model to the max. Also see: The New Yorker: When Private Equity Takes Over a Nursing Home.